The primary guardian's account statement can be printed from the:
The STATEMENT button on the Payment Account Tab of the Student or Guardian Folder allows you to print the selected primary guardian account statement for the current accounting period, a previous accounting period, or as a running statement across several accounting periods.
To print a current period statement, ensure you are in the current accounting period, and then click on the Statement button.
To print a prior period statement, or a running statement across multiple accounting periods, use the accounting period 'back' arrow to position yourself to the requested accounting period. When you click on the STATEMENT button, you will receive a prompt asking if you want to print the displayed period, or a running statement from the displayed period to the current period. Answer the prompt as needed for your situation.
If you need to print more than one statement at a time, the following options are available from the Central Report Manager. You can print statements for:
ALL guardians. Statements will print for All Active Primary Guardians.
a SPECIFIC Guardian. If you need to print a statement for a guardian that is no longer ACTIVE, click on the SHOW ALL button, then select the guardian for whom you need a statement.
With Balance. ALL Active Primary Guardians who have an outstanding debit balance (they owe you money) as of today's date.
You can also select the accounting period range to further increase the detail displayed in the report.